Truist Wealth Senior Support Specialist 

United States, Georgia, Atlanta 

980923407

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:This is an in-office position located in Atlanta, GA.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team
2. Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner
3. Identify at-risk relationships at risk and notifies the appropriate relationship manager
4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader
5. Maintain a positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be an effective advocate for Wealth clients with other business units
6. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
7. Respond to client requests for information and assistance within appropriate level of authority
8. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
10. Continually render extraordinarily responsive and personal service to Wealth clients
11. Responsible for training Wealth Support Specialists on systems, industry, processes and procedures
12. Assist with certain duties when Region Support Leader is out of office
13. Lead special projects

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Seven years in the role as a Wealth Support Specialist II/I or equivalent work-related experience
2. Five years of experience working with High-Net-Worth Clients
3. Excellent organizational skills with the ability to work on numerous tasks simultaneously
4. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Strong knowledge of banking systems. Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes and procedures
5. Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business
6. Demonstrate strong knowledge of bank policy and procedures
7. Strong problem-solving skills
8. Contribute to a positive team environment that fosters cooperation, trust and group identity
9. Excellent interpersonal and relationship management skills
10. Excellent oral and written communication skills
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Undergraduate Degree
2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts